HBFBX Mutual Fund

HBFBX Mutual Fund

NAV$13.79
See how much of HBFBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.42%
3 Months
+4.25%
6 Months
+5.47%
YTD
+8.06%
1 Year
+14.44%
3 Years (annualized)
+8.50%
5 Years (annualized)
+5.34%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBFBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
DJIA/Treasury Index
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+5.54%
vs Peers
+2.52%

HBFBX Mutual Fund Performance

HBFBX performance across multiple time periods: 1-month 1.42%, YTD 8.06%, 1-year 14.44%, 3-year 8.50%, 5-year 5.34%, 10-year 5.01%.

HBFBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

HBFBX vs another fund shows side-by-side returns. HBFBX alternatives are available in the Mutual Fund Screener.